See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,413 | $81,248-42.9% | $155,509-70.2% | $80,856-42.6% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-15.9pp |
| Annual return | 14.97% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,846 | $3,100-40.5% | $4,672-60.5% | $2,755-33.0% |
| Participant deferral / active EE | $5,001 | $3,452+44.9% | $5,626-11.1% | $4,296+16.4% |
| Admin fee / account holder | $382 | $7,997-95.2% | $15,912-97.6% | $6,918-94.5% |